WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.79B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,393
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$70.5M
3
+$32.4M
4
NSC icon
Norfolk Southern
NSC
+$23M
5
MA icon
Mastercard
MA
+$15.8M

Top Sells

1
+$17.8M
2
+$16.9M
3
+$16.5M
4
BAC icon
Bank of America
BAC
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.2M

Sector Composition

1 Technology 6.74%
2 Industrials 5.77%
3 Real Estate 3.75%
4 Financials 3.13%
5 Consumer Discretionary 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$407K 0.01%
40,000
-10,000
627
$406K 0.01%
40,000
-50,000
628
$403K 0.01%
33,055
+4,084
629
$401K 0.01%
236,406
630
$396K 0.01%
5,853
-1,587
631
$393K 0.01%
21,647
+1,405
632
$391K 0.01%
+53,078
633
$390K 0.01%
35,513
-102,500
634
$386K 0.01%
37,785
-2,746
635
$385K 0.01%
+60,822
636
$383K 0.01%
41,508
+1,120
637
$381K 0.01%
+21,473
638
$381K 0.01%
19,773
+2,992
639
$380K 0.01%
14,879
-16,250
640
$378K 0.01%
10,218
-6,332
641
$378K 0.01%
36,861
642
$375K 0.01%
10,030
+5,530
643
$372K 0.01%
11,913
-630
644
$369K 0.01%
+10,000
645
$365K 0.01%
5,320
-10,000
646
$362K 0.01%
35,658
-12,749
647
$361K 0.01%
3,350
-1,028
648
$357K 0.01%
35,000
+10,000
649
$355K 0.01%
+38,124
650
$343K 0.01%
4,899
-18,000
24 25
26
27 28